Family Communication: Part of a successful estate plan

We all hope that the money we pass along to family and loved ones will bless their lives. We may hope the money will allow them to flourish and find meaningful work.  Or, we may hope the money will allow them to grow their own financial success, perhaps allowing them to purchase a family home, seek… Continue reading Family Communication: Part of a successful estate plan

Trusts: A Common Estate Planning Tool

A trust is one of the common estate planning options individuals or couples choose. Trusts used in estate planning include revocable and irrevocable trusts created by agreement during the life of the trust settlor—i.e. the person who creates the trust. Revocable trusts (often called a “living trust” or “inter vivos trust”) are the most common… Continue reading Trusts: A Common Estate Planning Tool